Center for Financial Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Center for Financial Planning’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-174	Closed	-$20.8K	–	731
2025 Q4	$20.8K	Hold	174	–	–	﹤0.01%	407
2025 Q3	$20.8K	Hold	174	–	–	﹤0.01%	411
2025 Q2	$18.9K	Hold	174	–	–	﹤0.01%	399
2025 Q1	$17.2K	Hold	174	–	–	﹤0.01%	410
2024 Q4	$19.5K	Hold	174	–	–	﹤0.01%	352
2024 Q3	$17.4K	Hold	174	–	–	﹤0.01%	347
2024 Q2	$15.9K	Hold	174	–	–	﹤0.01%	337
2024 Q1	$16K	Hold	174	–	–	﹤0.01%	346
2023 Q4	$15.6K	Hold	174	–	–	﹤0.01%	325
2023 Q3	$14K	Hold	174	–	–	﹤0.01%	322
2023 Q2	$14.8K	Hold	174	–	–	﹤0.01%	344
2023 Q1	$13K	Hold	174	–	–	﹤0.01%	328
2022 Q4	$11.2K	Hold	174	–	–	﹤0.01%	345
2022 Q3	$12K	Hold	174	–	–	﹤0.01%	342
2022 Q2	$12K	Hold	174	–	–	﹤0.01%	347
2022 Q1	$16K	Hold	174	–	–	﹤0.01%	330
2021 Q4	$18K	Hold	174	–	–	﹤0.01%	319
2021 Q3	$16K	Hold	174	–	–	﹤0.01%	323
2021 Q2	$16K	Hold	174	–	–	﹤0.01%	323
2021 Q1	$15K	Hold	174	–	–	﹤0.01%	341
2020 Q4	$14K	Buy	+174	New	+$13.4K	﹤0.01%	316

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Center for Financial Planning's XLY Position: Q1 2026 in Review

Center for Financial Planning sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 174 shares — an estimated $20.8K sold.

Center for Financial Planning first reported a position in XLY in Q4 2020 and held it in 21 quarters. The position peaked at $20.8K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Center for Financial Planning reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 174 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $20.8K.
Center for Financial Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 21 quarters.
Center for Financial Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $20.8K in Q3 2025.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.